BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Lancaster House - ECPv6.15.4//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://lancasterhouse.com
X-WR-CALDESC:Events for Lancaster House
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Halifax
BEGIN:DAYLIGHT
TZOFFSETFROM:-0400
TZOFFSETTO:-0300
TZNAME:ADT
DTSTART:20240310T060000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0300
TZOFFSETTO:-0400
TZNAME:AST
DTSTART:20241103T050000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240306
DTEND;VALUE=DATE:20240308
DTSTAMP:20260417T144520
CREATED:20231109T142550Z
LAST-MODIFIED:20240306T144219Z
UID:11269-1709683200-1709855999@lancasterhouse.com
SUMMARY:National Pensions Conference 2024: Emerging trends in a changing world
DESCRIPTION:National Pensions ConferenceConference Co-Chairs\n\n \nCynthia Crysler\nPensions Counsel\nCavalluzzo LLP \n\n\n \nMichael Wolpert\nPensions Counsel\nFasken Martineau DuMoulin LLP \n\n\nConference Advisory Committee\n\n \nMary Kate Archibald\nActuary/Principal\nEckler Ltd. \n\n\n \nJames Harnum\nPensions Counsel\nKoskie Minsky LLP \n\n\n \nEvan Howard\nChief Legal and Regulatory Affairs Officer\nCAAT Pension Plan \n\n\n \nJonathan Marin\nPensions Counsel\nOsler Hoskin & Harcourt LLP \n\n\nWednesday\, March 6\, 2024Introductory remarks: 12:30 pm – 12:40 pm ET \nPanel 1 - Pension Projections: Experts review economic forecasts - 12:40 pm – 1:55 pm ET\n\n\n \nFaisal Siddiqi\nManaging Director\, Actuarial\nUniversity Pension Plan Ontario \n\n\n \nJosh Ingram\nActuary/Principal\nEckler Ltd. \n\n\n \nKelleher Lynch \nPensions Counsel\nMcCarthy Tétrault LLP \n\n\n \nJames Harnum\nPensions Counsel\nKoskie Minsky LLP \n\n\nMixed outlooks for inflation\, interest rates\, and economic growth have differing implications for the financial health of pension plans and their sponsoring employers in 2024. In this session\, leading experts explore the risks and opportunities associated with the current and predicted economic climate\, and address the following: \n\nWhat does the latest data indicate about the financial health of Canadian defined benefit pension plans?\nHow do the current economic conditions affect different types of pension plans (e.g. defined benefit vs. defined contribution; public sector vs. private sector) and their members? What are the implications of any divergence in these effects?\nWhat are the latest economic forecasts\, including the outlook for inflation\, interest rates\, unemployment\, and growth?\nHow would a sustained fall in inflation and/or interest rates affect pension plans and their members?\nWhat strategies can pension plan administrators take to manage pension plans and pension plan investments in an economic downturn? What role do administrators’ statutory and fiduciary obligations play in this regard?\nWhat implications do the current economic climate and related forecasts have for workplace parties negotiating retirement security plans? Are there pension structures that should be favoured or avoided?\nShould workplaces with pension plans already in place consider altering those arrangements in light of current economic data? Do pension plan administrators and sponsoring employers have an obligation to consult the union before making such changes? Is union consent required for these changes?\nWhat are governments and regulators doing to assist pension plans and their members in coping with current economic conditions? What more can be done?\n\nKeynote - Meeting the Challenges Facing Pension Incomes in Canada: An Introduction to Dynamic Pension Pools - 1:55 pm – 2:40 pm ET\n\n\n \nBonnie-Jeanne MacDonald\nDirector of Financial Security Research\nNational Institute on Aging\nToronto Metropolitan University\nResident Scholar\nEckler \n\n\nFinancial security in retirement is a growing concern for many Canadians\, with a recent National Institute on Ageing survey showing that 77% of older adults are worried about their financial well-being. With retirement expected to last several decades for many—combined with unpredictable financial markets and changing personal circumstances—older Canadians face a tremendous challenge in turning accumulated savings into income that will last the rest of their lives. An emerging solution\, called Dynamic Pension pools\, could give Canadians access to affordable retirement income for life. Join the lead author of the report as she discusses the challenges and the legislative successes they have made to make Dynamic Pensions a reality in Canada – the missing piece in our retirement income system.\nBreak: 2:40 pm – 2:55 pm ET \nPanel 2 - Keeping Current on Pensions: An update on key caselaw and legislative developments - 2:55 pm – 4:10 pm ET\n\n\n \nLaura Brownell\nStaff Representative – Pensions\nSociety of United Professionals \n\n\n \nLevel Chan\nPensions Counsel\nStewart McKelvey \n\n\n \nRoss Gascho\nPensions Counsel\nFasken \n\n\n \nAnthony Guindon\nPensions Counsel\nKoskie Minsky LLP \n\n\nThis panel explores significant court and tribunal decisions related to pensions. Topics to be addressed include plan amendments\, class action cases\, fiduciary duties\, negligence\, contribution rates\, pensionable earnings\, the obligations of successor employers\, and constitutional issues arising out of public sector pension plan reforms. The panel will also review recent legislative and regulatory developments including\, Bill C-228\, An Act to amend the Bankruptcy and Insolvency Act\, the Companies’ Creditors Arrangement Act and the Pension Benefits Standards Act\, 1985 and provincial legislative developments. Experts will also explore draft guidelines released by the Office of the Superintendent of Financial Institutions. Final selection of topics will take place in the weeks leading up to the conference\, ensuring coverage of the latest and most important legislative and regulatory developments. \nClosing remarks: 4:10 pm – 4:12 pm ET \nThursday\, March 7\, 2024Introductory remarks: 12:30 pm – 12:40 pm ET \nPanel 3 - Pensions with Principle: Experts take stock of emerging ESG considerations in investing and fiduciary duties - 12:40 pm – 1:55 pm ET\n\n\n \nRandy Bauslaugh\nPensions Counsel\nRandy Bauslaugh Professional Corporation \n\n\n \nMurray Gold\nPensions Counsel\nKoskie Minsky LLP \n\n\n \nMarie-Josée Privyk\nESG Advisor\nFinComm Services \n\n\nEnvironmental\, social\, and governance (ESG) considerations continue to engage investors\, and those charged with administering pension funds. This panel will address related issues including: \n\nTo what extent do common law fiduciary duties require pension plan administrators to factor ESG considerations into their investment-related decision making? Does this answer depend on plan terms or type of plan?\nDo pension plan administrators have any obligations to unions regarding their investment choices?\nIn what ways can unionized plan members have a say in how their pensions are invested? Can ESG considerations be addressed at the bargaining table?\nWhat do current legislative and regulatory requirements mandate regarding ESG disclosure across Canadian jurisdictions? What changes are in prospect?\nWhat level of familiarity should pension plan board members have regarding ESG-related issues?\n\nBreak: 1:55 pm – 2:10 pm ET \nKeynote - Innovating Pension Designs that Meet the Needs of Today’s Workforce - 2:10 pm – 2:55 pm ET\n\n\n \nDerek Dobson\nChief Executive Officer and Plan Manager\nCAAT Pension Plan \n\n\nWorkplace pension plans exist and evolve at the intersection of several dynamic forces: demographic changes\, business needs of employers\, behavioural economics of members\, labour trends\, investment markets\, workforce migration\, regulatory priorities\, and more. What is needed to design sustainable\, valuable pensions that provide the best outcome – lifetime retirement income security for all – under these complex conditions and interests? Innovation happens when bold ideas are turned into practical solutions. CAAT Pension Plan CEO and Plan Manager Derek Dobson will cover how innovating defined benefit pensions can provide sustainable value and meet the demands of a changing workplace. \nBreak: 2:55 pm – 3:00 pm ET \nPanel 4 - Changing Tides: Experts discuss trends and challenges in pension modernization - 3:00 pm – 4:15 pm ET\n\n\n \nElizabeth Boyd\nPensions Counsel\nBlake\, Cassels & Graydon LLP \n\n\n \nCheri Hearty\nSupervisor\, Worker Safety and Pension & Benefits Units\nOntario Public Sector Employees Union (OPSEU) \n\n\n \nBarbara Sanders\nAssociate Professor\nStatistics & Actuarial Science\nSimon Fraser University \n\n\n \nLaura Strachan\nDirector\, Pension & Group Benefits\nEckler Ltd. \n\n\nEven well-funded pension plans must adapt in the face of economic and demographic challenges\, as evolving conceptions of the meaning of retirement require a re-think of what constitutes retirement income adequacy. This panel will shed light on the hazards that lie ahead for the Canadian pension system and address the following: \n\nTo what extent do political factors\, notably the Alberta government’s proposal to establish its own public pension plan\, threaten the future sustainability of the CPP?\nHow are current pension structures changing to account for existing economic and sociopolitical realities? For example\, how are defined benefit plans insulating themselves against demographic and economic pressures? What new\, or previously less utilized\, pension models are growing in popularity in light of these pressures?\nWhat are governments doing to support enhanced retirement income security for the increasing proportion of the Canadian workforce that is not covered by a defined benefit pension plan?\nHow are views on the meaning of retirement changing\, and what does this mean for pensions and other sources of retirement income?\nDo pension plans remain an important factor in recruitment and retention? As many employees now work for multiple employers across the course of their careers\, are traditional employer-sponsored pension plans still viable and/or a desirable benefit?\nHow is pension plan administration changing to account for evolving family structures? What steps should employers and unions take to ensure that negotiated pension plans are not discriminatory?\nWorkers in the gig economy\, including those engaged in app-based service delivery\, are excluded from traditional retirement savings avenues such as workplace pension plans because of their employment status. What policy options could extend retirement security to this group?\nWhat role\, if any\, will artificial intelligence play in the administration of pension plans and pension funds?\n\nClosing remarks: 4:15 pm ET \nCPDConference CPD\n\n\nThis program has been approved for Continuing Professional Development 6.5 hours under Category A of the Continuing Professional Development (CPD) Log of the Human Resource Professionals Association (HRPA).\n\n\n\n\nThis program has been approved by CPHR BC & Yukon for 6.5 Continuing Professional Development hours.\n\n\n\n\nThis program has been approved by CPHR Alberta for 6.5 Continuing Professional Development hours.\n\n\n\n\n \n\nThis program has been approved by the Law Society of British Columbia for 6.5 Continuing Professional Development hours.\nMembers of the Nova Scotia Barristers’ Society may count this program for 6.5 Continuing Professional Development hours.\nMembers of the Law Society of New Brunswick may count this program for 6.5 Continuing Professional Development hours.\nCPD for Members of the Law Society of Ontario: 6.5 Substantive Hours; 0 Professionalism Hours.
URL:https://lancasterhouse.com/event/national-pensions-conference-2024-emerging-trends-in-a-changing-world/
LOCATION:Virtual Event
CATEGORIES:Conference
ATTACH;FMTTYPE=image/jpeg:https://lancasterhouse.com/wp-content/uploads/2023/11/national-pensions-2024-banner-2.jpg
END:VEVENT
END:VCALENDAR